FCM

Firestone Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 11.31%
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$790K
3
+$761K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$572K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$483K

Top Sells

1
+$738K
2
+$488K
3
+$339K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$337K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$274K

Sector Composition

1 Technology 1.83%
2 Utilities 1.72%
3 Industrials 1.62%
4 Energy 1.61%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
135
402
$3K ﹤0.01%
88
403
$2K ﹤0.01%
275
404
$2K ﹤0.01%
+100
405
$2K ﹤0.01%
200
406
$2K ﹤0.01%
39
407
$2K ﹤0.01%
310
408
$2K ﹤0.01%
95
409
$2K ﹤0.01%
625
410
$2K ﹤0.01%
150
411
$2K ﹤0.01%
60
412
$2K ﹤0.01%
+10
413
$2K ﹤0.01%
50
414
$2K ﹤0.01%
100
415
$2K ﹤0.01%
+20
416
$2K ﹤0.01%
74
417
$2K ﹤0.01%
200
418
$2K ﹤0.01%
12
419
$1K ﹤0.01%
35
420
$1K ﹤0.01%
50
421
$1K ﹤0.01%
21
422
$1K ﹤0.01%
50
423
$1K ﹤0.01%
+80
424
$1K ﹤0.01%
102
425
$1K ﹤0.01%
20
15 16
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18 19